Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 289 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
7,697,983
shares
|
$193 Million
0.0% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,663,904
shares
|
$117 Million
0.0% of portfolio
|
Q2 2024
Added 273.44%
|
|
|
Tensile Capital Management LP
Larkspur, CA |
Aug 14, 2025 Q2 2025 |
3,643,850
shares
|
$91.5 Million
15.54% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Conestoga Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,398,435
shares
|
$85.4 Million
1.79% of portfolio
|
Q2 2025
Added 15.29%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,166,478
shares
|
$79.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Geneva Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
3,017,735
shares
|
$75.8 Million
1.82% of portfolio
|
Q2 2025
Added 47.7%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
2,498,730
shares
|
$62.8 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
2,361,526
shares
|
$59.3 Million
0.02% of portfolio
|
Q2 2025
Added 25.09%
|
|
|
Capital World Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,193,265
shares
|
$55.1 Million
0.01% of portfolio
|
Q2 2025
Added 38.03%
|
|
|
Champlain Investment Partners, LLC
Burlington, VT |
Aug 12, 2025 Q2 2025 |
1,708,810
shares
|
$42.9 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,690,053
shares
|
$42.5 Million
0.3% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,619,380
shares
|
$40.7 Million
0.0% of portfolio
|
Q1 2025
Added 27.3%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,566,238
shares
|
$39.3 Million
0.0% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,535,368
shares
|
$38.6 Million
0.0% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Abrdn PLC
|
Jul 24, 2025 Q2 2025 |
1,460,730
shares
|
$36.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
1,428,394
shares
|
$35.9 Million
1.51% of portfolio
|
Q2 2025
Added 114.85%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,417,897
shares
|
$35.6 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,223,596
shares
|
$30.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,195,140
shares
|
$30 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,086,509
shares
|
$27.3 Million
0.01% of portfolio
|
Q2 2025
Added 28.67%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,077,805
shares
|
$27.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Times Square Capital Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,067,825
shares
|
$26.8 Million
0.58% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,005,965
shares
|
$25.3 Million
0.01% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
958,370
shares
|
$24.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
954,700
shares
|
$24 Million
0.01% of portfolio
|
Q2 2025
Added 5.08%
|